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With the increased popularity of open architecture systems, fewer RIAs are operating their practices solely based on proprietary tech from a custodian.
September 5 -
Advisors should be scrutinizing vendors to find partners who share similar organizational values.
July 25Orion Advisor Services -
Bundling your home internet, cable, and telephone services was a great deal once, but not anymore. RIAs have to rethink purchases of all-in-one technology packages for their practices too.
May 9Orion Advisor Services -
The self-regulatory body says working with data aggregators increases the risk of cyber fraud, unauthorized transactions and identity theft. But aggregators say other links in the information chain are more vulnerable.
April 11 -
Following in the footsteps of Chase, Wells Fargo and others, Fidelity is launching an application programming interface to let third-party apps access customer data — as long as the customers grant permission.
November 14 -
The infusion comes as the financial services industry continues to search for safer ways for customers to share their account data with third-party apps.
April 26 -
The long-running feud between banks and fintech companies over screen scraping is morphing into a more nuanced and important conversation about how to exchange consumers' financial data securely and fairly.
January 27 -
A consortium of fintech companies have formed a new industry group to advocate for better data sharing via open APIs.
January 19